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Aris Wealth Services’s Stryker SYK Stock Holding History

Aris Wealth Services’s Portfolio SYK Stock Details SYK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		$5K Sell
48
-2,467
-98% -$244K 0.01% 279
2015
Q2 		$240K Hold
2,515
– – 0.22% 96
2015
Q1 		$232K Sell
2,515
-710
-22% -$66.1K 0.22% 95
2014
Q4 		$304K Buy
+3,225
New +$286K 0.34% 90

Other funds holding SYK

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Aris Wealth Services's SYK Position: Q3 2015 in Review

Aris Wealth Services reduced its Stryker (SYK) stake by 98% in Q3 2015, selling an estimated $244K and leaving 48 shares worth $5K. The position accounts for 0.01% of the portfolio, ranked #279.

Aris Wealth Services first reported a position in SYK in Q4 2014 and has held it in 4 quarters since. The position peaked at $304K in Q4 2014. 897 funds tracked by Wall St. Rank hold SYK as of Q3 2015.

  • Aris Wealth Services held 48 shares of Stryker worth $5K as of Q3 2015.
  • Aris Wealth Services sold 2,467 Stryker shares in Q3 2015, an estimated $244K.
  • Stryker made up 0.01% of Aris Wealth Services's portfolio in Q3 2015, its #279 holding.
  • Aris Wealth Services first reported a position in Stryker in Q4 2014 and has held it in 4 quarters since.
  • Aris Wealth Services's Stryker position peaked at $304K in Q4 2014.
  • 897 funds tracked by Wall St. Rank held Stryker as of Q3 2015.

Based on Aris Wealth Services's 13F filing for Q3 2015, filed 10 Nov 2015.